# Nvidia certifies all three memory makers for Vera Rubin HBM4, SK Hynix takes the lion's share > Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600 **Meta:** type: event · date: 2026-06-05 · heads: أموال من, اللعبة الطويلة · 8 takes · 3 lenses · 4 regions ## Summary On 5 June 2026, [Nvidia](/ar/entity/nvidia) CEO Jensen Huang confirmed that [Samsung](/ar/entity/samsung), [SK Hynix](/ar/entity/sk-hynix) and [Micron](/ar/entity/micron) all passed certification to supply [HBM4](/ar/entity/hbm) for the next-generation [Vera Rubin](/ar/n/nvidia-vera-rubin-hbm4-allocation) accelerator, which entered full production after the 1 June GTC Taipei keynote. All three qualifying matters less than the split: analysts put [SK Hynix](/ar/entity/sk-hynix) at roughly 60-70% of Rubin HBM4 volume, [Samsung](/ar/entity/samsung) at ~25-30%, and [Micron](/ar/entity/micron) supplying the remainder. HBM4 runs near $500/stack, with 12-layer parts expected above $600, a step up from HBM3E. First customer shipments are scheduled for this summer, broad availability in H2 2026. The allocation cements [Korea's](/ar/entity/south-korea) grip on the highest-value node of the AI stack. ## By the numbers - 3, memory makers certified for Rubin HBM4 (Samsung, SK Hynix, Micron); qual confirmed June 5. - ~60-70%, SK Hynix share of Rubin HBM4 volume. - ~25-30%, Samsung's share; Micron supplies the balance. - ~$500, HBM4 price per stack; 12-layer parts expected above $600. - June 1, Vera Rubin full production announced at GTC Taipei. ## Why it matters HBM4 is the gating component of every Rubin GPU, and the supplier split decides who captures the richest slice of the accelerator's bill of materials. SK Hynix's structural lead, rooted in yield, not just qualification, keeps the AI-memory rent concentrated in Korea, and underpins its market-cap overtaking of Samsung. Micron's slice is the US foothold in an otherwise Korea-led market. ## What to watch - Whether Samsung or Micron claws share off SK Hynix as Rubin volume scales. - HBM4 pricing trajectory and 12-layer mix through H2 2026. - HBM4E samples and the move toward in-house 2nm base dies (Samsung's stated lever). ## Regional takes (batched by bias / lens) ### unlabelled - **TrendForce** (Taiwan, en) — Supply-chain research house tracking the Rubin HBM4 supplier line-up, allocation splits and shipment timing, the source of record for the qualification status and volume estimates. Source: https://www.trendforce.com/news/2026/03/09/news-samsung-sk%E2%80%AFhynix-reportedly-tapped-as-nvidia-rubin-hbm4-suppliers-shipments-could-start-in-march/ - **Yahoo Finance** (United States, en) — Source: https://finance.yahoo.com/sectors/technology/articles/nvidia-certifies-samsung-sk-hynix-133001560.html - **TechTimes** (United States, en) — Source: https://www.techtimes.com/articles/317539/20260602/nvidia-vera-rubin-enters-full-production-samsung-sk-hynix-micron-named-hbm4-suppliers.htm - **TrendForce (two-thirds)** (Taiwan, en) — Source: https://www.trendforce.com/news/2026/01/28/news-sk-hynix-reportedly-to-supply-about-two-thirds-of-nvidia-hbm4-samsung-targets-early-delivery/ - **Semicon Electronics** (South Korea, en) — Source: https://www.semicone.com/article-385.html - **Phemex Academy** (Global, en) — Source: https://phemex.com/academy/micron-vs-sk-hynix-ai-hbm-memory-stock ### Korean financial press - **KED Global (Korea Economic Daily)** (South Korea, ko) — Korean financial coverage frames the qual outcome as widening SK Hynix and Samsung's lead over Micron in the Rubin generation, and reads the allocation split as the decisive contest of the AI-memory cycle: whoever holds the largest Rubin share captures the richest part of the accelerator bill of materials. > "Samsung and SK Hynix win Vera Rubin HBM4 slots, widening their lead over Micron." Source: https://www.kedglobal.com/korean-chipmakers/newsView/ked202603080004 ### independent semiconductor analysis - **Silicon Analysts** (United States, en) — Reconstructs the 2022-2026 HBM qualification race stack by stack, arguing the Rubin qual is less a level playing field than it looks: SK Hynix's yield and prior-gen track record translate into a structural ~two-thirds allocation, with Samsung and Micron splitting the remainder rather than displacing it. > "Passing qual is not the same as winning volume; SK Hynix's prior-gen yield converts into a structural two-thirds of Rubin HBM4." Source: https://siliconanalysts.com/analysis/hbm-qualification-race-2022-2026 ## Across the graph - Related: [[sk-hynix-samsung-market-cap-flip]], [[micron-q3-2026-record-hbm]], [[samsung-foundry-memory-dual-engine-2026]] - Entities: Hbm, Sk Hynix, Samsung, Micron, Nvidia, South Korea --- Canonical: https://rbtfl.xyz/ar/n/nvidia-vera-rubin-hbm4-allocation